· 2022–2024 · DOL EFAST2

UPSHOT CAPITAL ADVISORS, LLC — UPSHOT CAPITAL ADVISORS, LLC 401 (K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250604134046NAL0019396576001

UPSHOT CAPITAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

UPSHOT CAPITAL ADVISORS, LLC 401 (K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSHOT CAPITAL ADVISORS, LLC.

Plan sponsor

Name

UPSHOT CAPITAL ADVISORS, LLC

EIN

81-2355774all filings

Address

255 S ORANGE AVE STE 720 · ORLANDO, FL · 328013450

Phone

(407) 286-9206

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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